Overview

We are a complex consisting of 35 Financial Advisors/Planners across 3 offices; York, Camp Hill and Wyomissing PA. We are a part of a national broker dealer of approximately 1500 advisors. Several advisors and teams here in PA would like to purchase books of business between $10 and $250 million AUM. There are 2 or more advisors heading toward retirement here in the complex that wish to identify a partner to team and over time, formulate a succession plan and/or take over their practice here at this firm. We hope to identify opportunities for both scenarios using this website.

Last Activity
6 months or more

Business Data

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